Add a User to a Project Using Their Profile Code (iOS)
Objective
To add a user to a project using their profile code on an iOS mobile device.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project level Directory tool.
OR - 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
- 'Admin' level permissions on the Project level Directory tool.
- Additional Information:
- In order to have and access their profile code, a person must already have a Procore user account in another project with 'Read Only' level permissions or higher on the Project level Directory tool.
- Procore users without access to a Procore project have a QR code at the top of their Sidebar screen so others can easily add them to a project.
Steps
- Navigate to the project's Directory tool using the Procore app on an iOS mobile device.
- Tap the QR Code icon and then tap Scan Code.
- On the other person's mobile device, ask them to do the following to open their profile code:
- Navigate to the Directory tool on another project.
- Tap the QR Code icon and then tap Add Me.
- Point your device's camera at the person's profile code and tap their name when it appears.
- On the Add to Project screen, review or update the following information for the user:
- First
- Last
- Company
- Job Title
- Mobile Phone
- Business Phone
- Business Phone Extension
- Fax Number
- Project Permission Template
- Tap Add User.